Clients and Friends of The Center,
We hope your month is off to a wonderful start!
Dive into the July edition of our newsletter to discover blogs on topics such as The Asset Allocation That is Right for You, Should You Participate in a Deferred Compensation Plan? and Leaving a Spirit Legacy. You'll also find a link to register for our upcoming Longevity Virtual Conference happening August 27th. More details below!
Be sure to visit our Snapshots section to meet our two summer interns, catch up with familiar faces, and check out all the exciting activities our team has been up to this month.
Have a happy and safe Fourth of July celebration!
Your Center Team
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Longevity Virtual Conference
August 27th, 2024 | 11:00AM-1:00PM
Did you know there are currently over 34 million Americans providing care to an adult over age 50? We want to help make caregivers and families aware of the planning tools and resources that are available to assist them in caring for a loved one.
During this upcoming webinar, we'll tackle three of the most crucial topics on caregiver’s minds:
1. How to find the best place for loved one’s to receive care.
2. What supports exist to alleviate caregiver stress.
3. What estate documents are needed to be prepared as a loved one ages.
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The Asset Allocation That Is Right for YOU!
By Nick Boguth, CFA®, CFP®
Many factors will help determine what asset allocation is right for you, and we're here to help you figure out what those are – then implement them all the way through your successful financial plan.
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The Center Observes Juneteenth
By Kelsey Arvai, MBA, CFP®, and Michael Brocavich, MBA, CFP®
Juneteenth, celebrated on June 19th, is a federal holiday that commemorates the end of slavery in the U.S. Learn more about why this holiday is important for us to observe.
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Should I Participate in a Deferred Compensation Plan?
By Bob Ingram, CFP®
Many executive compensation packages offer types of deferred compensation plans. If you have one available, it can be a powerful tool to accumulate additional retirement savings. But is it right for you?
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Leaving a Spirit Legacy
By Sandy Adams, CFP®
Have you ever wondered if there was a way to pass on things like family stories, your most strongly held values, and the wisdom you've spent a lifetime acquiring to your loved ones? As it turns out, there is!
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Meet Our Summer Interns
You may see some new faces around The Center office! Meet Nick Errer and Ryan O'Neal who will be joining The Center team for the summer. We're so excited to have them here!
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Catch Up with Familiar Faces
Marilyn Gunther, Laurie Renchik, and Matt Chope were recently all in the office - so naturally we had to snap a photo of the three of them! It was wonderful getting to see their smiling faces and catch up.
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July Center-Versaries
Check out our July Center-Versaries!
Lauren Adams - 8 years on the 6th
Nick Defenthaler - 11 years on the 15th
Matt Trujillo - 11 years on the 15th
Gerri Harmer - 17 years on the 16th
Kali Hassinger - 11 years on the 29th
Andrew O'Laughlin - 7 years on the 31st
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Getting Our Golf On
Members of the Center Team attended the CFA Society Detroit annual meeting and golf outing. The Center is proud of its long history of active involvement in professional organizations within our community. Our own Nick Boguth was even recognized for the “Longest Drive” of the tournament.
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Center Team Celebrates Matt's Upcoming Retirement
Oh, what a night! Center team members celebrated Matt's upcoming retirement in true Matt fashion - by hitting up the volleyball courts, of course!
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At The Center, we take pride in our core values that guide us in serving clients. We believe that our values are imperative to the work we do, and we want to recognize and celebrate team members who have exemplified them.
This month, Angela Palacios was recognized for Teamwork & Collaboration for helping behind the scenes to make internship onboarding effortless and smooth. Nice work, Angie!
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Our office will be closed on Wednesday, July 3rd and Thursday, July 4th in observance of the Fourth of July holiday. We look forward to replying to any messages when we return on Friday, July 5th! |
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Center for Financial Planning, Inc.®
24800 Denso Drive, Suite 300 Southfield, MI 48033
248-948-7900
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The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the authors and not necessarily those of Raymond James.
You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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